See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,410 | $54,517-55.2% | $75,972-67.9% | $74,495-67.2% |
| Participation rate | 19.4% | 60.3%-40.9pp | 69.1%-49.7pp | 67.2%-47.8pp |
| Annual return | 13.26% | 31.82%-18.6pp | 359.55%-346.3pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $451 | $1,777-74.6% | $2,685-83.2% | $2,623-82.8% |
| Participant deferral / active EE | $772 | $3,066-74.8% | $4,255-81.9% | $4,346-82.2% |
| Admin fee / account holder | $366 | $2,229-83.6% | $6,467-94.3% | $1,942-81.2% |